Structured products and annuities platform Luma Financial Technologies announced Friday that it has broadened its existing partnership with the private market investing platform Yieldstreet.

Access filled the gap between spreadsheets and real databases. Cloud collaboration, security, and services like Power Apps ...

Templum is Working with SoFi to Grant Everyday Investors Access to Alternative Investment Opportunities Historically Reserved for the Ultra Wealthy NEW YORK--(BUSINESS WIRE)--Templum, Inc. ("Templum") ...

Adriana Tullman is managing partner and head of capital markets at Peak Altitude Partners (“PeakAlts”). She focuses on driving growth and building lasting relationships with RIA, family office and ...

Wealth technology provider iCapital has just made alternatives diversification a little easier for advisors who use its platform. The global fintech provider announced that Architect, its portfolio ...

Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to announce the upcoming launch of Apex Alts, a groundbreaking solution designed to ...

In the wake of the market turmoil of 2022, when both stock and bond markets experienced negative returns simultaneously, some high net worth investors began seeking diversification opportunities ...

On August 7, 2025, President Donald J. Trump issued a much-anticipated Executive Order Democratizing Access for 401(k) Investors (the “Executive Order”) emphasizing the President’s view that it is ...

Self-directed IRA custodian Equity Trust Company announced the launch of Universal IRA, a plan that allows clients to invest in both traditional and alternative assets within a single IRA. Equity ...